Stocks to watch, June 12: Oil-sensitives, Dabur, Happiest Minds, Sagility, Astral, GNG Electronics

The domestic stock market is expected to open in positive territory on Friday, June 12. The GIFT NIFTY futures suggest that the NIFTY50 index will open 251 points higher.

When last seen, WTI Crude futures (July contracts) were trading over 1% lower at $86.75 per barrel, while Brent Crude futures (August contracts) were trading at $89.25 per barrel, down 1.25%.

Trump told reporters in the Oval Office that “we have a deal that Iran will never have a nuclear weapon.” He continued, “We have a signing soon, and the documents are in pretty final shape. It should be done, and it should be done pretty quickly.”

Paints, aviation, and tyre stocks will also be in focus.

GNG Electronics promoter Vidhi S Khandelwal pared around 4% stake in the company on Thursday, according to an exchange filing.

Domestic institutional investors such as Mirae Asset Mutual Fund (MF), ITI MF, Edelweiss MF, Trust MF, and Motilal Oswal Equity Opportunities Fund Series II also bought shares of GNG Electronics.

These entities collectively purchased 44,87,203 shares representing a 3.94% stake in Mumbai-based GNG Electronics, according to the block deal data available on the National Stock Exchange (NSE).

The shares were picked up at an average price of ₹390 apiece, taking the combined transaction value to ₹175 crore.

Meanwhile, Vidhi S Khandelwal, one of the promoters of GNG Electronics, offloaded the same number of shares, as per the data.

Following the stake purchase, shares of Lenskart Solutions rose 0.37% to close at ₹502 apiece on the NSE.

Other foreign investors who participated in the transaction include Integrated Core Strategies (Asia) Pte Ltd, Ghisallo Capital Management, Citigroup Global Markets Mauritius, and Hong Kong-based investment manager Viridian Asset Management.

The Adani group firm, which has acquired several cement companies in the last few years, said capacity additions are being done in a phased manner to meet project pipelines and regional demand, ensuring timely offtake and efficient capital deployment.

"The company expects India’s cement industry demand to grow by around 5% in FY 2026-27, supported by sustained demand from the housing and infrastructure sectors, following a 6.5–7.5% increase in FY 2025-26," said the second largest cement maker in its annual report.

However, Ambuja Cement Ltd (ACL) said industry demand is expected to continue benefiting from urban housing projects, rural development initiatives, and ongoing investments in roads, railways, and other infrastructure projects.

However, according to reports, MTAR Tech, in an investor call, said it does not expect any impact on its due diligence (DD) process with Bloom Energy following recent developments involving the project.

The company said it has not received any communication from Bloom Energy regarding the matter. MTAR, the report says, further clarified that while Crusoe, the engineering, procurement, and construction (EPC) partner for the project, has stepped away, the project itself is expected to continue.

Upon conclusion of the inspection, the Company had received inspectional observations to which responses were suitably submitted to the US FDA.

Now, pursuant to observations noted by the authority, review of the company’s responses and Establishment Inspection Report (EIR), US FDA has issued an Import Alert (IA) 66-40 on June 10, 2026, for drugs manufactured by the company at the aforesaid plant.

Founded in 2012 and headquartered in Kansas City, Missouri, CareSeed serves 30 small and mid-sized US payers, with a strong footprint in Medicare Advantage. The company’s cloud-native platforms, Forecast and Harvest, help health plans improve HEDIS performance, streamline chart abstraction, and medical record review workflows, strengthen audit readiness, and manage increasingly complex regulatory requirements.

The dismissal includes Natsoft’s patent infringement claims—spanning nine patents across two patent families.

"The Court’s decision turned on a deficiency in Natsoft’s patents. It found that the asserted patents claimed broad, abstract ideas rather than any specific, concrete invention, and were therefore ineligible for patent protection under US law," the company said in its press release.

“DSS has been a pioneer in the development, manufacturing, and marketing of high-end specialty products and advanced materials in the Indian chemical industry,” the company said.

ETFA is a critical fluorinated building block and reagent used in the synthesis of a wide range of organic fluorine compounds.

The patent subject area is "System for Monitoring and Integration of One or More Intelligent Conversational Agents". This patent creates a mediation/monitoring layer that evaluates and integrates multiple intelligent conversational agents / agentic platforms into a unified, trust-score-driven system.

Under the memorandum of understanding (MoU), detailed studies will be undertaken on overburden materials and tailings generated from NLCIL's Neyveli Mines to assess the potential for extraction and recovery of Rare Earth Elements (REEs) and other trace elements.